Receipting 101 – Canada

Everyone agrees that saying thank you to a donor in a timely manner is important. This webinar provides instruction on the fundamental components of receipting. This includes a review of key gift fields, how to set up and send thank you letters and tax receipts to your donors in the form of letters or emails. And, you will see how this critical functionality can save you time.

The purpose of six key gift fields
Letter and email template set up
Thank you letters and tax receipts process

**You’ll find the handout for the webinar here:

Categories: Foundation Series, Training Webinars


Print Transcript

Good afternoon, everyone and welcome to our receding in Canada Webinar.

My name is Amanda tattered ski, I have been a trainer here at DonorPerfect for three years, working specifically with our Canadian clients. And Read More

Request Training

Training Options